Understand who you have in the room earlier and develop trust through flexing delivery style and content to suit your potential client. The difference between one firm and another is usually you.
Objective
Win more fees
PE Investors
Navigate the balance between relationship building and buy side due diligence. Develop deeper, more collaborative relationships so you can start working together on the business plan before anyone else.
Objective
Secure more mandates
Management teams
Management teams are value drivers if they make their buyer meetings count. Simple key selling messages backed by data and held together by a well presented story, delivered by a joined up team, drives value.
Objective
Achieve a higher Enterprise Value
Relationship building and impact training for M&A
Personality insights
Learn about your own natural style and adapt it for who you have in the room to connect better
Inspiration / Discipline driven
People / Outcome focused
Introverted / Extraverted
Big picture thinking / down to earth
Theory seminars
Get to grips with a broad range of models and theory to take impact to the next level
Connecting with your audience
Communication styles & skills
Developing trust
Articulating a value proposition
Role plays
Practice using real business case studies in teams with some curve balls added in for fun
Split into teams
Real business case studies
Honest feedback and learning points
Rotate
We interview private equity backed CEOs and owner managers who have gone through transactions, and ask them what they value in an investor and an advisor.
We get the uncensored version which we share with you so you know what makes them tick.
Luminaspark
Financa is a specialist in Lumina personality portraits applied using a unique M&A lens
EMCC Global
EMCC accredited with Diploma in Transformation Coaching
